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BlackRock Capital Allocation Term Trust

BCAT
Exchange
NYSE
SEC CIK
0001809541

In the last 90 days, BlackRock Capital Allocation Term Trust insiders filed 0 open-market purchases and 1 sale; 110 institutions reported holding it in 13F filings for Q2 2026, worth $304.6M in total; no superinvestor holds it.

Other share classesBCAT.RW

Q4 2025 vs. Q3 2025

How the institutions holding BlackRock Capital Allocation Term Trust changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of BCAT: Q3 2025 compared with Q4 2025
MeasureQ3 2025Q4 2025Change
Holders94106+12
Shares19.6M21.2M+1.59M (+8.1%)
Value$290.6M$300.8M+$10.2M (+3.5%)

New holders (21)

Institutions that held BlackRock Capital Allocation Term Trust at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to BCAT in Q4 2025
InstitutionSharesValue% of portfolio
Rivernorth Capital Management, LLC1,408,167$19.9M0.94%
Absolute Investment Advisers LLC352,521$5.08M0.58%
Readystate Asset Management LP203,918$2.89M0.13%
Jane Street Group, LLC186,712$2.64M0.00%
Wolverine Asset Management LLC181,129$2.56M0.04%
Quarry LP142,366$2.02M0.33%
Evolve Private Wealth, LLC99,077$1.40M0.08%
Almitas Capital LLC55,000$778.8K0.17%
Susquehanna International Group, LLP41,263$584.3K0.00%
Marex Group plc39,300$556.5K0.01%
Vestmark Advisory Solutions, Inc.38,350$543.0K0.01%
Closed-End Fund Advisors, Inc.36,623$518.6K0.31%
Landscape Capital Management, L.L.C.36,229$513.0K0.03%
TrueMark Investments, LLC28,859$408.6K0.08%
XTX Topco Ltd25,954$367.5K0.01%
HRT Financial LP20,971$296.0K0.00%
Citadel Advisors LLC17,449$247.1K0.00%
Flagship Harbor Advisors, LLC10,245$145.1K0.01%
Pinnacle Wealth Planning Services, Inc.3,795$53.7K0.01%
Cullen/Frost Bankers, Inc.1,250$17.7K0.00%
Estate Planners Group, LLC500$7.08K0.00%

Sold out (9)

Institutions that held BlackRock Capital Allocation Term Trust at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of BCAT in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Saba Capital Management, L.P.1,078,049$15.9M
Fountainhead AM, LLC142,143$2.10M
Consolidated Portfolio Review Corp12,690$187.7K
Cary Street Partners Financial LLC12,299$181.9K
Mariner, LLC11,353$167.9K
Parallel Advisors, LLC3,200$47.3K
Keener Financial Planning LLC2,000$29.0K
Rogco, LP748$11.1K
Thomas J. Herzfeld Advisors, Inc.435$6.43K